Course Description
Welcome to the ‘Financials’ course! This course is all about helping you understand discounts, create effective quote templates, and manage quote fees.
We’ll break down the basics of financial management, giving you the tools to make your business more profitable and your financial tasks easier to handle. It’s a practical guide to mastering these important aspects of running a business successfully.
What You'll Learn
- How to Utilize Discounts
- How to Utilize Quotes
- Custom Discounts
- Customize Quote Templates
- Customize Quote Fee Distributions
- How to Generate Quotes
- How to Track Quotes
- Expert Tips & Tricks
Who This Course Is For
- Business Owner
- Manager
- Finance
- Admin
Key Concepts Covered Include
- How to navigate & setup the core financial features
- How to get the most out of the financial tools
- Best practices for setup